EIN 27-5098203

The Community Foundation for Ocala Marion County

IRS 501(c) type
501(c)(3)
Num. employees
10
City
State
Year formed
2011
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Community Foundation for Ocala Marion County empowers philanthropy, connects donors with nonprofits, and enhances community quality of life through strategic partnerships and grant services.
Total revenues
$3,078,775
2022
Total expenses
$2,820,856
2022
Total assets
$4,816,064
2022
Num. employees
10
2022

Program areas at The Community Foundation for Ocala Marion County

Fund managementa Community Foundation is a tax exempt, nonprofit, publicly supported organization that empowers donors to strengthen their Community, one passion at a time. The common mission of every Community Foundation is to enhance The quality of life in The local area. Through fund management, The Foundation helps to achieve this. Whether it is The creation of a fund for The individual looking for a tax deduction or The nonprofit agency that is building permanent endowment funds or even providing scholarships for students, The Foundation supports a variety of local nonprofits through grants and special projects. Since The Foundation's inception in 2011, nonprofits have received grants totaling $6,252,479.00. At The end of 2022, The Foundation was managing 27 agency funds, 14 endowment funds, 27 donor advised funds, 4 corporate advised funds, 5 scholarship funds, 1 annuity fund & 7 pass through funds, resulting in a 23% increase of funds under management from The prior year.
Nonprofit business councilthe nonprofit business council (npbc) was formed 11 years ago as a part of The chamber of commerce. In 2016, under previous leadership, The Community Foundation began overseeing The council's operations, and it has continued to significantly expand since that time. The npbc promotes The economic impact of nonprofits, strengthens their capacity in areas of leadership fundraising, board development, staff development and compliance, and provides for much-needed collaboration and philanthropic education. Currently The council membership is made up of over 150 nonprofits governed by a steering committee of nonprofit leaders representing several different nonprofit sectors. The npbc has their own programming run by The Community Foundation which includes: ceo roundtable, guide to charitable giving, monthly professional development meetings, nonprofit economic impact study & youth philanthropy in action (ypia).
Nonprofit resource centerestablished in april 2019, The nonprofit resource center opened as a collaborative among The Foundation, Marion County government, The city of Ocala, adventhealth Ocala, and The Marion County hospital district to help grow and sustain our nonprofit Community. The resource center provides a variety of assistance options to help our nonprofits build capacity and become sustainable which includes; board development, communications, pr & marketing counseling, video training sponsored by cox communications, finance & accounting counseling, grant services, professional development courses in partnership with rollins college crummer graduate school of business, mini training seminars, and strategic & sustainability planning. All resources follow The Foundation's roadmap to success which is a compilation of standards designed to ensure each nonprofit operates like The business it is. Some of The key areas in The roadmap are; effective governance, human resources, financial management, and more.
Estate planning council

Grants made by The Community Foundation for Ocala Marion County

GranteeGrant descriptionAmount
United Hands Service or Freedom Clinic USATo Support the Organization's Mission$55,511
Good Shepherd Presbyterian ChurchTo Support the Church Mission$55,000
The Boys and Girls Club of Marion CountyTo Support the Organization's Mission$54,500
...and 18 more grants made totalling $540,795

Who funds The Community Foundation for Ocala Marion County

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Munroe Regional Health SystemScholarships$36,909
Angelica Muns Charitable TrustGeneral Operating$33,956
Circle Square Foundation / Kenneth D Colen TteeCharitable Contribution$25,500
...and 7 more grants received

Personnel at The Community Foundation for Ocala Marion County

NameTitleCompensation
Lauren DeiorioPresident and Executive Director$99,750
Lisa PattersonDirector of Finance
Cheri VillaDirector of Grant Administration
Ashley Wheeler-GerdsDirector of Strategic Engagement
Eric HoughtalingGrants Manager
...and 9 more key personnel

Financials for The Community Foundation for Ocala Marion County

RevenuesFYE 12/2022
Total grants, contributions, etc.$2,726,472
Program services$167,046
Investment income and dividends$36,301
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$105,662
Net income from fundraising events$43,294
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,078,775

Form 990s for The Community Foundation for Ocala Marion County

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-07990View PDF
2021-122022-11-11990View PDF
2020-122021-11-15990View PDF
2019-122021-03-02990View PDF
2018-122019-11-02990View PDF
...and 7 more Form 990s
Data update history
October 1, 2024
Updated personnel
Identified 4 new personnel
August 10, 2024
Received grants
Identified 1 new grant, including a grant for $3,000 from Browder Family Foundation
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $25,500 from Circle Square Foundation / Kenneth D Colen Ttee
February 4, 2024
Received grants
Identified 2 new grant, including a grant for $20,000 from David and Lisa Midgett Foundation Corporation
January 18, 2024
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsFundraising eventsState / local levelReceives government fundingEndowed supportProvides scholarshipsTax deductible donationsAccepts online donations
General information
Address
324 Se 24th St
Ocala, FL 34471
Metro area
Ocala, FL
County
Marion County, FL
Website URL
ocalafoundation.org/ 
Phone
(352) 622-5020
IRS details
EIN
27-5098203
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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